01
Screening
Basic fit, structure, jurisdiction, counterparties and available information are reviewed.
Strategy
How opportunities are reviewed
Our process is designed to organise information, identify material risks and support documented investment decisions.
Framework
Four stages of review
02
Due diligence
Relevant commercial, financial, legal, tax and operational matters may be assessed with external advisers where appropriate.
03
Decision
Material findings, risks and terms are considered before any commitment is made.
04
Monitoring
Information rights, reporting and review frequency are considered in light of the investment structure.
The description of this process is corporate information only. It is not a statement that Berkeley Capital is seeking capital, offering an investment product or inviting any person to participate in an investment.